Beacon Asset Management

Overview

Beacon Asset Management is a small, independent RIA organized as an LLC and registered at the state level in Kentucky. The firm serves both individual and family clients as well as some institutional relationships, and is owned by an individual principal. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Beacon does not identify as an active ESG investor and is not set up as a multi-state adviser. The firm is listed with classifications that include independent RIA and qualified custodian. Beacon also notes an industry affiliation with accounting professionals, which likely supports its focus on planning and tax-aware portfolio work rather than large-scale institutional asset allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices